People & Culture: YYYY Calendar

Sessions: 5

The process in detail

1. Team retro [Department name]

6 steps

1
What went well?
2
Best.
3
Stop.
4
Start.
5
Makes me "Mad" or "Sad".
6
Notes.

Read the full text

1. What went well?

👍🔥🙏❤️One suggestion per sticky note.

Add sticky notes

2. Best.

What are we extraordinary at? ❤🔥

Write a note

3. Stop.

🔴 One suggestion per sticky note.

Add sticky notes

4. Start.

👉👌One suggestion per sticky note.

Add sticky notes

5. Makes me "Mad" or "Sad".

😨😡😩 One suggestion per sticky note.

Add sticky notes

6. Notes.

Write a note

2.1-Thriving teams survey

25 steps

1
How are you feeling working with us?
2
There is a trusting working atmosphere in our team. We often discuss our mistakes, and needs and often ask for help.
3
Managers show vulnerability, share their opinions openly, and discuss mistakes to constantly seek ways to improve as a team. I feel safe and comfortable sharing concerns, mistakes, delays, and successes with my manager.
4
During meetings, I feel at ease asking questions and sharing raw ideas without fear of judgment. Everyone leverages their knowledge to support one another.
5
During discussions we are encourage to share our opinions and evaluate ideas from different point of views.
6
During meetings, my opinion carries the same weight as any manager or executive, and ideas and decisions are made without giving undue preference to the highest-paid person in the room.
7
I don't feel obligated to agree with my manager; he/she encourages me to bring new perspectives to the table and share conflicting ideas. In fact, alternative perspectives are often seen as better ways to mitigate risks and, therefore, are encouraged.
8
I feel excited about most of the tasks I perform at work. I enjoy the majority of the tasks assigned to me.
9
I generally feel happy and enjoy working here.
10
Team members can easily make decisions and commit to those decisions.
11
I perceive the team as highly supportive and inclusive, and I not only feel welcomed but also know that my role within the team is seen as valuable.
12
The team supports and contributes to each other's growth.
13
Everyone in my team knows who is currently working on what.
14
Goals and expected results are clear, but I still have enough flexibility to be creative and make decisions.
15
I don't feel micromanaged, and I have control over my primary tasks.
16
People in my team and my manager value my knowledge and expertise, and I am always managed with trust.
17
We hold each other accountable for our actions, tasks, behaviours and performance.
18
Team members focus on the collective success of the project and team.
19
I am aware of my strengths and how I can provide the most value to the team. The team also reaches out to me when they need assistance, and they fully comprehend the value I bring.
20
My manager engages with me regarding personal and professional goals and challenges, and coaches me to continue growing in both aspects.
21
My manager helps me understand my role and responsibilities and how I can leverage my strengths.
22
My manager inspires me, and I frequently learn new things from him or her.
23
The team is focused on achieving results rather than simply completing tasks.
24
While tasks and deliverables provide clarity and accountability, success is measured by the results.
25
Our team has clear processes, team norms, and values that provide enough flexibility for me to improve, work effectively and be authentic.

Read the full text

1. How are you feeling working with us?

🥵 Overworked | 😑 Neutral | 😘 Excited and happy (I love working here!)

Choose one

Option 1
Option 2
Option 3
Option 4
Option 5
Option 6

2. There is a trusting working atmosphere in our team. We often discuss our mistakes, and needs and often ask for help.

Team members are comfortable discussing mistakes, sharing opinions, being authentic, and asking for help due to a foundation of trust.

Category: Trust | 🌱 Strongly disagree 1 — 2 — 3 — 4 — 5 Strongly agree

Choose one

3. Managers show vulnerability, share their opinions openly, and discuss mistakes to constantly seek ways to improve as a team. I feel safe and comfortable sharing concerns, mistakes, delays, and successes with my manager.

Category: Trust | 🌱 Strongly disagree 1 — 2 — 3 — 4 — 5 Strongly agree

Choose one

4. During meetings, I feel at ease asking questions and sharing raw ideas without fear of judgment. Everyone leverages their knowledge to support one another.

Category: Fear of conflict | 🌱 Strongly disagree 1 — 2 — 3 — 4 — 5 Strongly agree

Choose one

5. During discussions we are encourage to share our opinions and evaluate ideas from different point of views.

"I am frequently encouraged to share my perspective to ensure solutions and projects consider my knowledge from the outset of each project."👀

Our team members share their ideas freely, and the desire to deliver the best output is greater than the desire to preserve harmony. Healthy discussions can be held where opposite views can be expressed. We belive that if teams are not able to be authentic and share their opinions, inferior decisions will be made.

Category: Fear of conflict | 🌱 Strongly disagree 1 — 2 — 3 — 4 — 5 Strongly agree

Choose one

6. During meetings, my opinion carries the same weight as any manager or executive, and ideas and decisions are made without giving undue preference to the highest-paid person in the room.

"I feel confident in defending my ideas, even if they conflict with someone else's."

Category: Fear of conflict | 🌱 Strongly disagree 1 — 2 — 3 — 4 — 5 Strongly agree

Choose one

7. I don't feel obligated to agree with my manager; he/she encourages me to bring new perspectives to the table and share conflicting ideas. In fact, alternative perspectives are often seen as better ways to mitigate risks and, therefore, are encouraged.

Category: Fear of conflict | 🌱 Strongly disagree 1 — 2 — 3 — 4 — 5 Strongly agree

Choose one

8. I feel excited about most of the tasks I perform at work. I enjoy the majority of the tasks assigned to me.

Category: Enjoyment | 🌱 Strongly disagree 1 — 2 — 3 — 4 — 5 Strongly agree

Choose one

9. I generally feel happy and enjoy working here.

Category: Enjoyment | 🌱 Strongly disagree 1 — 2 — 3 — 4 — 5 Strongly agree

Choose one

10. Team members can easily make decisions and commit to those decisions.

Our team can easily make decisions because there is no ambiguity or lack of direction. Does the team come to decisions quickly?

Category: Lack of commitement | 🌱 Strongly disagree 1 — 2 — 3 — 4 — 5 Strongly agree

Choose one

11. I perceive the team as highly supportive and inclusive, and I not only feel welcomed but also know that my role within the team is seen as valuable.

Category: Sense of belonging and value | 🌱 Strongly disagree 1 — 2 — 3 — 4 — 5 Strongly agree

Choose one

12. The team supports and contributes to each other's growth.

Category: Sense of belonging and Cooperation | 🌱 Strongly disagree 1 — 2 — 3 — 4 — 5 Strongly agree

Choose one

13. Everyone in my team knows who is currently working on what.

"Everyone knows who is responsible for what and when things need to be delivered."

Category: Commitment | 🌱 Strongly disagree 1 — 2 — 3 — 4 — 5 Strongly agree

Choose one

14. Goals and expected results are clear, but I still have enough flexibility to be creative and make decisions.

Category: Commitment | 🌱 Strongly disagree 1 — 2 — 3 — 4 — 5 Strongly agree

Choose one

15. I don't feel micromanaged, and I have control over my primary tasks.

Category: Trust | 🌱 Strongly disagree 1 — 2 — 3 — 4 — 5 Strongly agree

Choose one

16. People in my team and my manager value my knowledge and expertise, and I am always managed with trust.

Category: Value | 🌱 Strongly disagree 1 — 2 — 3 — 4 — 5 Strongly agree

Choose one

17. We hold each other accountable for our actions, tasks, behaviours and performance.

Our team commits to a clear action plan and doesn't leave tasks unassigned. Luck never plays a role in success. Our peers are called out when their actions are not productive or don't help the team move forward.

Category: Accountability | 🌱 Strongly disagree 1 — 2 — 3 — 4 — 5 Strongly agree

Choose one

18. Team members focus on the collective success of the project and team.

The team members are not prioritizing their individual goals and needs (egos, recognition, etc) over the collective vision and success.

Category: Inattention to results | 🌱 Strongly disagree 1 — 2 — 3 — 4 — 5 Strongly agree

Choose one

19. I am aware of my strengths and how I can provide the most value to the team. The team also reaches out to me when they need assistance, and they fully comprehend the value I bring.

"I experience an overall sense of purpose and self-worth when working with the team and my manager."

Category: Value | 🌱 Strongly disagree 1 — 2 — 3 — 4 — 5 Strongly agree

Choose one

20. My manager engages with me regarding personal and professional goals and challenges, and coaches me to continue growing in both aspects.

Category: Coaching | 🌱 Strongly disagree 1 — 2 — 3 — 4 — 5 Strongly agree

Choose one

21. My manager helps me understand my role and responsibilities and how I can leverage my strengths.

Category: Coaching | 🌱 Strongly disagree 1 — 2 — 3 — 4 — 5 Strongly agree

Choose one

22. My manager inspires me, and I frequently learn new things from him or her.

Category: Coaching | 🌱 Strongly disagree 1 — 2 — 3 — 4 — 5 Strongly agree

Choose one

23. The team is focused on achieving results rather than simply completing tasks.

"There is a shared vision within the team, and we work together and cooperate to ensure we achieve the expected results. We are encouraged to propose new ideas and solutions when the results don't meet our expectations, and we have sufficient flexibility to experiment at times."

Category: Results | 🌱 Strongly disagree 1 — 2 — 3 — 4 — 5 Strongly agree

Choose one

24. While tasks and deliverables provide clarity and accountability, success is measured by the results.

"I always know the desired results we are aiming for, and I actively participate in conversations to measure results and adjust strategies to achieve our objectives. While tasks and deliverables provide clarity and accountability, success is measured by the outcomes."

Category: Results | 🌱 Strongly disagree 1 — 2 — 3 — 4 — 5 Strongly agree

Choose one

25. Our team has clear processes, team norms, and values that provide enough flexibility for me to improve, work effectively and be authentic.

Category: Culture & Productivity | 🌱 Strongly disagree 1 — 2 — 3 — 4 — 5 Strongly agree

Choose one

3- Leading better meetings - Training

6 steps

1
How to run a good meeting? Should you start with an agenda?
2
What Meetings Reveal About Your Productivity and Organizational Health
3
Discover the OFQ Meeting framework.
4
Fewer meetings: What meetings should you move async?
5
Fewer meetings: How can you start moving meetings async?
6
Looking for additional resources?

Read the full text

1. How to run a good meeting? Should you start with an agenda?

Did you find any of the mentioned tips interesting?🔥🙏

Choose one

Option 1
Option 2
Option 3
Option 4

2. What Meetings Reveal About Your Productivity and Organizational Health

Meetings are a bit like a thermometer. 🔥🙇‍♂‍They help you evaluate how healthy your organization is, how well your organization is adopting new technology, and how easily you can scale. Here is a template that you can use during your meetings to evaluate if your meetings are productive or not.

💥👉How would you rate our organization's effectiveness in leading productive meetings?

Choose one

Very poor
Poor
Fair
Good
Great
Excellent

3. Discover the OFQ Meeting framework.

Did you find this framework interesting?🔥🙏

Choose one

4. Fewer meetings: What meetings should you move async?

How many of the meetings you currently have every week do you think could be moved to asynchronous formats?

Choose one

1
2-3
4-5
6-7
8-10
11 or more

5. Fewer meetings: How can you start moving meetings async?

What would help you to try? What are your concerns?🙃

Write a note

6. Looking for additional resources?

Full Training Program for Productive Meetings. Available here for free.

The art of asking powerful questions during meetings.

Choose one

Give me five!
Walk away

Hiring budget [ Department ]

1 step

1
Intro & Tips

Read the full text

New Board

Hiring Budget
Part-time
Role:Product Lead $salary
Market $$$
Job description & Links Link
Additional notes about this opportunity
Full-time
Contract/Other
PER CANDIDATE
ALL CANDIDATES
TOTAL/PLAN (ALL CANDIDATES)
BUDGET
Q1
Q2
Q3
Q4
GROWTH (1-2 Years)
Other
# of Candidates
BUDGET(TOTAL)
NOTES & LINKS
Sourcing/Recruiting Platforms & Other costs LinkedIn ($400/month) Indeed ($300/month)
$7200/year
$7200/year
$7200
$0
Add your notes here
$0
$0
Candidate Screening HR Junior (20h a week) / $2700/month
$32400/year
$32400/year
$32400
$0
$0
$0
Employee Onboarding Bag, T-shirt & Stickers $120 Computer, mouse, chair $3500 Total: $3620
$3620/employee
2
$7240/year
$7240
$0
$0
$0
Salary
$95000/year
$5000/year
$3000/year
2
$206,000/year
$206,000
$0
$0
$0
TOTAL BUDGET
$252,840/year
$$$$
$$$$
$$$$
$$$$

HR: Annual tasks

1 step

1
Tasks

Read the full text

1. Tasks

Add tasks

1. Team retro [Department name]

What went well?

Best.

Stop.

Start.

Makes me "Mad" or "Sad".

Notes.

1. What went well?

2. Best.

3. Stop.

4. Start.

5. Makes me "Mad" or "Sad".

6. Notes.

2.1-Thriving teams survey

How are you feeling working with us?

There is a trusting working atmosphere in our team. We often discuss our mistakes, and needs and often ask for help.

Managers show vulnerability, share their opinions openly, and discuss mistakes to constantly seek ways to improve as a team. I feel safe and comfortable sharing concerns, mistakes, delays, and successes with my manager.

During meetings, I feel at ease asking questions and sharing raw ideas without fear of judgment. Everyone leverages their knowledge to support one another.

During discussions we are encourage to share our opinions and evaluate ideas from different point of views.

During meetings, my opinion carries the same weight as any manager or executive, and ideas and decisions are made without giving undue preference to the highest-paid person in the room.

I don't feel obligated to agree with my manager; he/she encourages me to bring new perspectives to the table and share conflicting ideas. In fact, alternative perspectives are often seen as better ways to mitigate risks and, therefore, are encouraged.

I feel excited about most of the tasks I perform at work. I enjoy the majority of the tasks assigned to me.

I generally feel happy and enjoy working here.

Team members can easily make decisions and commit to those decisions.

I perceive the team as highly supportive and inclusive, and I not only feel welcomed but also know that my role within the team is seen as valuable.

The team supports and contributes to each other's growth.

Everyone in my team knows who is currently working on what.

Goals and expected results are clear, but I still have enough flexibility to be creative and make decisions.

I don't feel micromanaged, and I have control over my primary tasks.

People in my team and my manager value my knowledge and expertise, and I am always managed with trust.

We hold each other accountable for our actions, tasks, behaviours and performance.

Team members focus on the collective success of the project and team.

I am aware of my strengths and how I can provide the most value to the team. The team also reaches out to me when they need assistance, and they fully comprehend the value I bring.

My manager engages with me regarding personal and professional goals and challenges, and coaches me to continue growing in both aspects.

My manager helps me understand my role and responsibilities and how I can leverage my strengths.

My manager inspires me, and I frequently learn new things from him or her.

The team is focused on achieving results rather than simply completing tasks.

While tasks and deliverables provide clarity and accountability, success is measured by the results.

Our team has clear processes, team norms, and values that provide enough flexibility for me to improve, work effectively and be authentic.

1. How are you feeling working with us?

2. There is a trusting working atmosphere in our team. We often discuss our mistakes, and needs and often ask for help.

3. Managers show vulnerability, share their opinions openly, and discuss mistakes to constantly seek ways to improve as a team. I feel safe and comfortable sharing concerns, mistakes, delays, and successes with my manager.

4. During meetings, I feel at ease asking questions and sharing raw ideas without fear of judgment. Everyone leverages their knowledge to support one another.

5. During discussions we are encourage to share our opinions and evaluate ideas from different point of views.

6. During meetings, my opinion carries the same weight as any manager or executive, and ideas and decisions are made without giving undue preference to the highest-paid person in the room.

7. I don't feel obligated to agree with my manager; he/she encourages me to bring new perspectives to the table and share conflicting ideas. In fact, alternative perspectives are often seen as better ways to mitigate risks and, therefore, are encouraged.

8. I feel excited about most of the tasks I perform at work. I enjoy the majority of the tasks assigned to me.

9. I generally feel happy and enjoy working here.

10. Team members can easily make decisions and commit to those decisions.

11. I perceive the team as highly supportive and inclusive, and I not only feel welcomed but also know that my role within the team is seen as valuable.

12. The team supports and contributes to each other's growth.

13. Everyone in my team knows who is currently working on what.

14. Goals and expected results are clear, but I still have enough flexibility to be creative and make decisions.

15. I don't feel micromanaged, and I have control over my primary tasks.

16. People in my team and my manager value my knowledge and expertise, and I am always managed with trust.

17. We hold each other accountable for our actions, tasks, behaviours and performance.

18. Team members focus on the collective success of the project and team.

19. I am aware of my strengths and how I can provide the most value to the team. The team also reaches out to me when they need assistance, and they fully comprehend the value I bring.

20. My manager engages with me regarding personal and professional goals and challenges, and coaches me to continue growing in both aspects.

21. My manager helps me understand my role and responsibilities and how I can leverage my strengths.

22. My manager inspires me, and I frequently learn new things from him or her.

23. The team is focused on achieving results rather than simply completing tasks.

24. While tasks and deliverables provide clarity and accountability, success is measured by the results.

25. Our team has clear processes, team norms, and values that provide enough flexibility for me to improve, work effectively and be authentic.

3- Leading better meetings - Training

How to run a good meeting? Should you start with an agenda?

What Meetings Reveal About Your Productivity and Organizational Health

Discover the OFQ Meeting framework.

Fewer meetings: What meetings should you move async?

Fewer meetings: How can you start moving meetings async?

Looking for additional resources?

1. How to run a good meeting? Should you start with an agenda?

2. What Meetings Reveal About Your Productivity and Organizational Health

3. Discover the OFQ Meeting framework.

4. Fewer meetings: What meetings should you move async?

5. Fewer meetings: How can you start moving meetings async?

6. Looking for additional resources?

Hiring budget [ Department ]

Intro & Tips

HR: Annual tasks